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Compare an Account to a Model

Compare an Account to a Model

 When a client account has a model portfolio associated with it, you can view a side-by-side comparison of their current account and the model using the following three comparison worksheets within Clients & Accounts:

  • Allocation Comparison
  • Risk Comparison, and
  • Style Box Comparison.


Version history
Revision #:
1 of 1
Last update:
‎05-12-2018 07:32 AM
Updated by: